It is the commitment of Claritas Financial Partners to bring clarity to the financial lives of our clients. Rob has nearly 30 years of experience in the financial services industry and is dedicated to assisting the Advisors of Claritas Financial Partners ensure their clients receive top notch service. He is responsible for the day to day operations of the firm and assisting clients with their needs when the Advisors may not be available.
Rob began his career as a Foreign Currency broker on the floor of the Philadelphia Stock Exchange. He transitioned to the client service side of the business with Goldman Sachs in 2004 where he spent a decade. Client service is where he found his niche and passion. When Goldman Sachs discontinued operations at the stock exchange, Rob moved to Wells Fargo where he teamed with Brian Lynn and John Fessler as their client associate over a five-year span. Making the move to Claritas Financial Partners with Brian, John and Jim Pacheco as Operations Manager will expand his role further.
Rob attended Temple University and grew up in Philadelphia. Rob resides in Deptford Township, NJ with his wife, Monica and their four children, Kasey, Meghan and twins, Sean and Matthew. He loves to cook and spend time with the family. Sunday dinners with his extended family is where he finds a lot of joy. Rob’s wife, Monica, is one of 13 children, so filling the house never seems to be a problem. He has volunteered with the Oak Valley Athletic Association for 20 years and has coached every sport his children have been involved in. Rob is a diehard fan of all the Philadelphia sports teams and still cheers on Temple University.
Education & Qualifications
EDUCATION:
Temple University
